Insurance Sales Representative

4 weeks ago


St Louis, Missouri, United States New York Life - St. Louis Full time
Job Overview

We are seeking an experienced Insurance Sales Agent to join our team at New York Life, a global leader in financial services. As a key member of our sales team, you will be responsible for maintaining and growing customer portfolios, developing strategies for promoting new insurance contracts, and collecting key client information for risk profiles.

Key Responsibilities
  • Stay up-to-date on insurance industry changes and protocols to ensure compliance with all policy requirements and monitor insurance claims from start to finish.
  • Keep accurate records of sales databases, customer records, and related organizational tools to report progress to monthly and quarterly sales quotas.
  • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles.
  • Maintain and grow existing portfolios by developing and implementing effective sales strategies that cultivate long-term customer loyalty.
  • Listen attentively to new and potential clients, evaluate their needs and financial statuses, and propose ideal plan options for their unique circumstances and insurance needs.
Requirements
  • Basic computer skills with proficiency in Microsoft Office suite.
  • Insurance license required.
  • Working knowledge of the insurance industry, insurance products, risk management profiles, and related state and federal regulations.
  • Strong interpersonal skills, communication skills, customer service skills, and analytical skills.
  • Some experience with accounting or sales lead software is beneficial.
About New York Life

New York Life, a prestigious Fortune 100 company with a 179-year legacy, is a global leader in financial services. We offer comprehensive support through all stages of financial planning and are committed to excellence, providing a rewarding career path in financial services.



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